海外研报
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Happy "Labor" Day
The sharp correction in stocks in July/early August was due to several factors, with the most important one being softer-than-expected economic growth data that
海外研报
2024年09月02日
Back to Congress
Brazil's 2025 budget heading to Congress; the 2Q24 GDP report also in the spotlight. Banxico stresses growth concerns (Chart of
海外研报
2024年09月02日
The Fog of War, The Economy, & Markets
I could be extremely lazy this weekend and just repost (with an updated chart) the Heads I’m Smart, Tails I’m Stupid report as the market continued to flip-flop around. On Friday alone, the Nasdaq 100
海外研报
2024年09月02日
US Week Ahead: September 2 - September 8
The key economic data releases this week are the ISM manufacturing index onTuesday, the JOLTS job openings report on Wednesday, and the employment report
海外研报
2024年09月02日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.3% today. Korea and Singapore markets outperformed,while Thailand and China markets underperformed. Within MXAPJ sectors,
海外研报
2024年09月03日
Global Portfolio Manager's Digest So Long, Summer
We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing
海外研报
2024年09月03日
